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HSBC would be a real alphabet soup if the company's name reflected its geographic diversity. One of the world's largest banking groups by assets, HSBC Holdings owns subsidiaries throughout Europe, Hong Kong and the rest of the Asia/Pacific region, the Middle East and Africa, and the Americas. All told, the company has some 7,500 locations in more than
Premier Wealth Sales Manager
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Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking, working together with colleagues to define, manage and achieve divisional business targets.
In this role, you will:
Work closely with Premier Wealth Managers, Manager Premier Service & Premier Service Managers and reporting sales team to achieve Premier / Wealth KPIs – (Investment & insurance) sales and service targets by providing coaching and activity management support to Premier Wealth Relationship Managers (PWRMs). Supervise PWRMs to develop and manage long term relationships with Premier Customers in their portfolios growing customer retention, customer portfolios and share of wallet, ensure that PWRMs proactively manage their individual sales funnels and achieve individual Wealth (Insurance & Investment) sales targets and Premier acquisition targets. Provide input, coaching and training support to assigned PWRMs to development areas in order to improve performance and exceed activity & outcome goals.
• Meet and exceed team’s Activity & Outcome KPIs
• Contribute to overall performance and profitability of the business in line with Global Premier AOP (annual operating plan), UAE Wealth AOP.
• Monitor sales funnel KPIs for PWRMs daily to ensure that minimum activity standards are being met or exceeded; ensure that each Premier customer is proactively contacted by their respective PWRM for an annual review or update
• Conduct Field Visit Observations (FVOs) & Virtual meeting observations on the job and coach PWRMs on sales skills based on these FVOs in line with regulations and internal policies provide feedback and coaching
• Proactively monitor Premier customer feedback to ensure customer satisfaction with products and services provided
• Implement recommendations /Action Plans to improve the Customer Satisfaction Score (to increase this score on a quarterly basis) and conduct regular spot checks to ensure that all staff are taking the necessary action
To be successful in the role, you should meet the following requirements:
Knowledge & Experience
• University graduate with a minimum of 5 years of sales & service experience in financial services industry, some of which in the role of a sales manager
• Proven track record as a sales leader managing teams selling financial planning solutions to high net worth clients
• Experience developing sales strategies and successfully implementing them Proven track record of exceeding sales targets
• Strong financial services knowledge and experience building relationships with high net worth individuals
• Experience leading sales teams in developing customized Wealth solutions for clients
• Familiarity with financial markets and good knowledge of wealth management products including insurance & investments
• Professional financial qualification strongly preferred (i.e., CEFA or equivalent qualification)
• JO7 or any other mandated regulatory requirement to be completed within 1 year of signing off.
SKILLS
• Strategic thinker, coupled with strong leadership and coaching skills and strong business acumen
• Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
• Excellent interpersonal skills, including influencing and relationship building
• Strong leader with sound judgment and excellent people management skills; team player
• High energy level to lead and drive change within the sales organization
For further details and application information please visit our careers site, searching under reference number 0000GKO9.
You’ll achieve more at HSBC.
www.hsbc.com/careers
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Issued by The Hong Kong and Shanghai Banking Corporation Limited.
To apply for this job please visit mycareer.hsbc.com.